-
An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm.
This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.
As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.
You will be responsible for:
? Manage client records using the company's back-office system.
? Communicate with product providers and internal teams to implement financial advice.
? Partner with Financial Planners to ensure exceptional service delivery.
? Maintain compliance with regulatory standards and industry best practices.
? Contribute to process improvements and quality enhancement initiatives.
? Build and maintain meaningful relationships with clients.
What we are looking for:
? Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
? Experience as an administrator in the financial services sector.
? Background in delivering outstanding client services.
? Strong attention to detail and excellent communication skills with clients and providers.
? Skilled with financial planning software and understanding of regulatory requirements.
What's on offer:
? Competitive salary
? 25 days plus bank holidays
? Pension scheme
? Private medical insurance
? Death in service benefit
? Access to health schemes
? Cycle to work scheme
? Employee assistance programme
? Enhanced maternity & paternity leave (after 1 year of service)
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional ....Read more...
Type: Permanent Location: Exeter
Start:
Duration:
Salary / Rate: 25000-30000 Per Annum
Posted: 2025-04-24 17:32:26
-
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established firm of mortgage brokers.
This full-time role offers excellent benefits and a basic salary of £28,000 & OTE £60,000 in first year.
As a Mortgage Advisor, you will be responsible for advising clients on mortgage and protection solutions, utilising a steady stream of quality leads provided by the organisation.
Full training and continuous support will be available to ensure your success in the role.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? Ideally have experience in mortgage brokerage or a similar advisory role.
? Hold a CEMAP qualification.
? Excellent communication skills and ability to build client relationships.
What's on offer:
? Competitive salary
? Bonus scheme
? Pension scheme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Epsom
Start:
Duration:
Salary / Rate:
Posted: 2025-04-23 14:47:29
-
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established firm of mortgage brokers.
This full-time role offers excellent benefits and a basic salary of £28,000.
As a Mortgage Advisor, you will be responsible for advising clients on mortgage and protection solutions, utilising a steady stream of quality leads provided by the organisation.
Full training and continuous support will be available to ensure your success in the role.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? Ideally have experience in mortgage brokerage or a similar advisory role.
? Hold a CEMAP qualification.
? Excellent communication skills and ability to build client relationships.
What's on offer:
? Competitive salary
? Bonus scheme
? Pension scheme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Epsom
Start:
Duration:
Salary / Rate:
Posted: 2025-04-23 14:09:01
-
An exciting opportunity has arisen for a Mortgage Advisor to join a well-established firm of mortgage brokers.
This full-time role offers excellent benefits and a salary range of £30,000 - £50,000.
As a Mortgage Advisor, you will be responsible for advising clients on mortgage and protection solutions, utilising a steady stream of quality leads provided by the organisation.
Full training and continuous support will be available to ensure your success in the role.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? Ideally have experience in mortgage brokerage or a similar advisory role.
? Hold a CEMAP qualification.
? Excellent communication skills and ability to build client relationships.
What's on offer:
? Competitive salary
? Bonus scheme
? Pension scheme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Epsom
Start:
Duration:
Salary / Rate: 30000-50000 Per Annum
Posted: 2025-04-10 15:29:06
-
An exciting opportunity has arisen for a PMO Analyst to join a prestigious foreign bank based in the heart of Central London.
This is an office-based role offering excellent benefits, salary up to £35,000 and the chance to contribute to high-impact projects within a dynamic financial services environment.
As a PMO Analyst, you will play a vital role in supporting project governance, reporting, financial tracking, and resource planning within the Project Management Office.
You will work closely with project managers and stakeholders to ensure project delivery aligns with regulatory expectations and internal standards.
You will be responsible for:
? Support the implementation of project governance frameworks and maintain compliance with internal project delivery standards.
? Prepare high-quality reports, dashboards, and presentations for senior stakeholders.
? Track project budgets, forecasts, and resource allocations, highlighting risks and variances.
? Maintain accurate and up-to-date documentation including schedules, risk logs, and change registers.
? Monitor project performance metrics and analyse trends to support continuous improvement.
? Coordinate stakeholder communications and facilitate project reviews and lessons-learned sessions.
? Administer project management tools (e.g., MS Project, JIRA, Trello, Power BI) and provide user support.
? Assist in the development of PMO standards, templates, and tools to enhance delivery capability.
What we are looking for:
? Previous experience as a PMO Analyst, Project Support Analyst, Governance Analyst, Project Coordinator, Project Analyst, Project Monitoring Analyst, Project Control Analyst or in a similar project support role.
? Possess experience in working in bank or financial firm.
? Strong understanding of project management methodologies such as Agile, Waterfall, or Hybrid.
? Bachelor's degree in Business, Project Management, or related field.
? Skilled in project management and re ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 35000 Per Annum
Posted: 2025-04-03 17:33:45
-
An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm.
This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
? Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
? At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
? Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
? Hold Para-Planning qualification.
? Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Belfast
Start:
Duration:
Salary / Rate: 35000-45000 Per Annum
Posted: 2025-04-03 17:19:26
-
An exciting opportunity has arisen for a Paraplanner with 2 years' experience to join a well-established financial planning firm.
This full-time role offers excellent benefits and a salary range of £40,000 - £45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
? Ensure client records are accurate and up to date within office systems.
? Communicate with clients to gather required information and clarify details.
? Work closely with team members to optimise financial planning processes.
? Manage multiple tasks efficiently, meeting deadlines through effective time management.
? Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
? Previously worked as a Paraplanner, Financial Administrator or in a similar role.
? At least 2 years' experience in paraplanning.
? Background working within the financial services sector.
? Level 4 qualified in Paraplanning.
? Excellent report-writing abilities and attention to detail.
? Skilled in Microsoft Outlook and general office software.
? Strong communication and organisational skills.
What's on offer:
? Company pension
? Bonus scheme
? Employee discount
? Life insurance
? Referral programme
? Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect yo ....Read more...
Type: Permanent Location: Brighton
Start:
Duration:
Salary / Rate: 40000-45000 Per Annum
Posted: 2025-03-20 14:02:13
